How do I move a person between classes?

If you need to move a person between classes you can easily perform this action using the 'Move attendees to new class' timetable tool

Steps:

  • Navigate to Home > Timetable 
  • Click on the class or event you want to view the attendees for

Tip: You can use the filter tool ' ' at the top left of your screen to easily find the class you wish to move an attendee from. The search option can also be used to search specific class/event names and locations 

  • Once you have selected the class and can see the attendees, select the 'Manage' tab
  • Select the attendee(s) you wish to move to a different class and click on the 'Move attendees to new class button
  • Locate the class that you wish to move the attendee(s) to and click on it
  • Click 'Next'
  • The following section allows you to confirm the new start dates and billing options. Use the 'Modify' menus to make any changes to the default options:



  • Click 'Next' 
  • On the last page, you can choose how to deal with any outstanding invoices, or upcoming orders for the old class:

 

  • You can also choose to edit the final cost or date of the new invoice(s) in the 'action details for Adding attendees' section'. Simply select the attendees, and use the Edit final cost and Edit date the invoice is generated buttons:



  • Click Process and you've successfully carried out the class move!